Categorise and match transactions

After you connect your bank and credit card accounts QuickBooks automatically downloads the latest transactions. It’s important that you review and match your transactions to ensure everything is correct. QuickBooks will do this automatically where possible but you can either match or add new transaction records to ensure they are correct.

1. Navigate to Categorisation


  • Once you’ve securely connected your Bank account to your QuickBooks account navigate to the left hand menu and select Bookkeeping


  • Then select Transactions


  • Scroll down to the For Review transactions table


  • Navigate to the Category or Match table column 


  • Here, QuickBooks has automated a suggested category for you 


  • To change this, select the row and select Category to access the drop down selections. You can also create a personalised category


  • Scroll up on the drop down menu 


  • Select Add new


  • Enter the chosen information on the Account pop up window.

2. Approve transaction categories


Whether you’re happy with the automated categories or manually changed them you can now approve the transactions to be filled under this category.


  • After you check the payee, category, and amount, add it to your books.


  • Scroll down to your For Review transactions table


  • Once you’re happy with the categories for the transactions, navigate to the Action table column 


  • Select Add 


  • This transaction will now be categorised.


3. Review categories

After you add a transaction, you can still make changes here whenever you need.


  • Go to Bookkeeping


  • Select Transactions, then select Bank transactions


  • Select the tile for the account you want to review.


  • Go to the Categorised or Reviewed tab.


  • Select the link in the Added or Matched column to review the transaction.

4. Extra support


  • Once you’ve securely connected your Bank account to your QuickBooks accounts


  • Navigate to the left hand menu and select Bookkeeping


  • Then select Transactions


  • Scroll down to your For Review transactions table and navigate to the right of the page


  • Select Take a Tour 


  • Choose either one of our quick video or our in-product step-by-step guidance


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